Wealth Management Institute

Financial Industry Competency Standards - Validate your experience.

The Financial Industry Competency Standards (FICS) is a comprehensive quality assurance framework developed by the Institute of Banking and Finance (IBF), with a certification and accreditation system that aims at raising the quality of the financial workforce and training providers.

The FICS framework encompasses job families across all sectors including Wealth Management.

Visit the official FICS website
FICS

FICS job families

WMI is the appointed Lead Provider of FICS-accredited training and assessment programmes for the following job families:
  • Wealth Management – Relationship Management – High Net Worth.
  • Wealth Management – Investment Advisory Services.
  • Wealth Management – Trust & Estate Planning.
  • Wealth Management – Trust Administration.

WMI’s role

As the appointed Lead Provider, WMI aims to:
  • Deliver high-quality FICS-accredited assessment programmes for all four job families.
  • Assist financial institutions on their adoption of FICS.
  • Provide general information on the career opportunities in the wealth management industry related to the programmes administered by WMI.
  • For more information on FICS-accredited training and assessment programmes, contact us or visit www.fics.org.sg.

Related Information

We are very proud to be involved in the formation of WMI, and we are very pleased that they are the lead provider for training in wealth management under FICS.

Tee Fong Seng (FICP)
Vice Chairman and Head, UHNW Private Banking Asia Pacific, Credit Suisse